Nonprofit screen
Screen a listThe Heritage Foundation
Can you give?
Listed with the IRS. Every screen came back clear.
A 501(c)(3) on Publication 78 and the IRS master file.
- IRS nonprofit listing
- No issue
- Revocation
- None
- IRS files
- Agree
- Sanctions
- No match
- IRS bulletin
- No notice
- California
- Registered
- Charity type
- 509(a)(1)
$134Mrevenue
FY2024 · +32% in 3 yrs557staff
8 of 8years filed
’17’18’19’20’21’22’23’24
Revenue and spendingRevenueSpendingDeficit
Against similar nonprofits FY2024
Operating margin−6.2%
Months of reserve1.4mo
Revenue growth (annualized)+7.2%
Middle half of peersMedianHeritage
Where the money goes FY2024 · $142M spent
Programs$117M83%Management and general$4.6M3%Fundraising$20M14%990 FY2024 · Part IX line 25
Worth checking1
Deficits in 2 of the last 3 years
−$6.8M in FY2023 and −$8.3M in FY2024. Cash covers 1.4 months, under the peer median of 4.0.
990 Part I and balance sheetIn its favor1
Strong governance
15 of 16 board members independent. Conflict-of-interest and whistleblower policies, audited financial statements, board reviews the 990.
990 Part VI1,158funders
$20Ma year, last 3 years
13%from its largest funder
Funder’17’18’19’20’21’22’23Diana Davis Spencer Foundation IncSince FY2020$2.0M$1.5M$1.5M$5.0MSarah Scaife Foundation IncorporatedSince FY2020$1.3M$1.3M$1.5M$1.7MRichard & Barbara Gaby FoundationOn and off$1.1M$2.0M$1.0MThe Frederick E and Julia G Nonneman FoundationStopped after FY2021$3.0M$291k–The Samuel Roberts Noble FoundationSince FY2019$400k$400k$800k$300k$400kThe Roe FoundationSince FY2020$125k$700k$500k$700kDonor-advised giftsDonors not disclosed$3.8M$6.8M$2.5M$3.2M$4.1M$6.3M$8.1M919 other fundersUp to $1.6M a year each$3.5M$2.4M$4.8M$6.5M$8.5M$9.7M$6.7M
FundedThrough a donor-advised fundStopped